DeepSeek Disturbance Or Disruption, FX Volatility, Labor Market Weakness
From Macro-To-Micro Options Power Hour recorded on February 5, 2025
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In this short clip from Macro-To-Micro Options Power Hour recorded on February 05, 2025, Samantha LaDuc and Hans Albrecht discuss the broader economic implications of China's challenge to U.S. tech dominance, emphasizing the impact on investor sentiment and the semiconductor sector.
Samantha highlights concerns over economic warfare, potential market shifts, and the risk of a recession by late 2025, regardless of political changes.
She also warns about volatility creeping into currency markets, particularly with the yen carry trade unwind and potential deflation risks.
As the market faces uncertainty with post-election shifts and economic data releases, she stresses the importance of selective stock picking and staying alert to macro trends.
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